Invix
Product Pricing Sign in Start free

Track your portfolio with Invix.

See your returns, dividend income and the stocks inside your ETFs across accounts. Connect Interactive Brokers, import a statement or enter your holdings by hand.

Start freeExplore a sample portfolio →

Where your portfolio returns come from

Compare your returns with a benchmark, see which stocks your funds hold in common and track the income each account pays.

Track performance

Watch today's moves as they happen, or look back over years, with a benchmark alongside.

Portfolio +12.4%S&P 500 +10.1%
12 months agoToday

Understand exposure

Invix looks inside your funds, so you see what you really own, not just the tickers on your statements.

13.4%in Nvidia
Held directly8.9% Inside VOO2.2% Inside QQQ1.6% Inside SMH0.7%

Follow your income

Every dividend and interest payment across your accounts, by month and by holding.

$5,980last 12 months
DividendsInterestWithheld
$1k$500 N D J F M A M J J A S O
Ask Invix

An AI agent that knows your portfolio.

Ask in plain words, from the top bar on any page. Ask Invix opens beside what you're looking at, reads your holdings, runs Invix's calculations and explains the answer, with the numbers behind it.

Ask Invix

How did I do this year?

  • Read 4 accounts
  • Calculated returns without deposits and withdrawals
  • Compared with the S&P 500

You're up 12.4% this year, against 10.1% for the S&P 500.

Most of the lead came from Nvidia and QQQ. Your bond fund held the portfolio back by about 0.6 points.

Open Performance →
Your AI apps

Ask about your money in the AI app you already use.

Connect Invix to Claude, ChatGPT, Grok or any app that supports MCP. Your portfolio is there in the same chat where you do everything else.

  • Read-only. No app can trade or move money.
  • You choose which portfolios each app can see.
  • Revoke access at any time.

How exposed am I to Nvidia?

13.4% of your portfolio. You hold 8.9% directly, and VOO, QQQ and SMH add another 4.5%.

See your own portfolio this way.

Start with one account. Basic is free.

Create an accountCompare plans

Figures on this page are illustrative.